Create proposals in Offri for new contacts in Clio
Save time and streamline your client onboarding process with this Clio-Offri integration. When a new contact is added in Clio, this workflow automatically creates a proposal in Offri, making it easy to manage your client information and proposals in one place. Enhance your efficiency and keep your data organized with this seamless connection between Clio and Offri.
Save time and streamline your client onboarding process with this Clio-Offri integration. When a new contact is added in Clio, this workflow automatically creates a proposal in Offri, making it easy to manage your client information and proposals in one place. Enhance your efficiency and keep your data organized with this seamless connection between Clio and Offri.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Proposal
Creates a proposal, optionally from a template.
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